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Best practices and Governance
Hello We are using smartsheet more and more in the organization. Happily :) But as the number of users grows, so does the number of sheets, etc. A sound governance document is needed. I'm now digging into the subject and I'm wandering whether someone went through this exercise before me and would be ready to share its…
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Project Management Plans - allowing for annual leave days
Hi all I am currently compiling a project plan to manage various peices of work within my team. I have columns for start and end dates and a duration (in days) column. What this doesn't take into account are days that my team are out of the office (on annual leave, for example) and not working on the projects. What would…
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Approval set up
I'm trying to set up approval emails to go to specific department leads after another box has been checked as reviewed. Process: 1.) I apply for a position. I select my position from a dropdown, say "IT". 2.) HR gets an approval email. They review my application and click approve. 3.) An email is automated to the IT…
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Send email to people who fill out form at a later time
In trying to use Smart Sheet as a way to track applicants, and even use a form as an application, I'd like to be able to notify applicants that did NOT get the job that they didn't get the job. Is this even possible if I collect email addresses?
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Automated linking of added rows
Hi! I seem to have a major problem here and hope for you expert advice. My situation is as follows: 1. Team A and team B work collaboratively in Masterfile on first phase of the project with over 200 rows from all countries. 2. Team A also works with the other 7 country teams on a second phase of the project. 3. All teams…
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Cross referencing two Sheets
Hi All I am currently using a web form to collect data for a staff onboard systems which is working great, however, I need a way to cross-reference the data coming in from the form to a list of people I am expecting. until the vlookup feature arrive later this year any ideas on how to do this would be greatly appreciated…
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Organizational Hierarchy
Has anyone used SmartSheet to capture organizational hierarchy or some type of org chart?
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Individual Days Off
Is there a way that I can schedule individual days off and have them reflected in my Gantt charts? I know the options are available for across the board, but what about individual vacation days. Thanks!
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Vacation/Out of Office causes resource over allocation?
I hope someone can help me out here, or tell me how they approaches this :) In my department we have some issues when people are on a project and then going on vacation or out of office, it will show as if the person is 185% over allocated. (for example if it is 85% project and 100% vacation) Is there any workaround on…
